See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: NORTHWEST PLAN SERVICES Service code 14 · EIN 91-2090931 | Plan Administrator | $181,057 |
MAMMINI COMPANY INC.7 years Service code 26 · EIN 47-0879697 | Advisory (Participants) | $39,846 |
GILBERT & SACKMAN10+ years Service code 29 · EIN 95-2906951 | Legal | $26,396 |
MATRIX TRUST COMPANY10+ years Service code 21 · EIN 75-3182674 | Bank Trustee | $25,359 |
MILLER KAPLAN ARASE LLP7 years Service code 10 · EIN 95-2036255 | Accounting | $20,700 |
SMACNA SAN DIEGO10+ years Service code 15 · EIN 95-6095549 | Recordkeeping | $17,840 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $103,641-100.0% | $107,525-100.0% | $102,872-100.0% |
| Participation rate | 0.0% | 79.4%-79.4pp | 75.1%-75.1pp | 73.0%-73.0pp |
| Annual return | 12.92% | 13.08%-0.2pp | 181.32%-168.4pp | 19.06%-6.1pp |
| Employer contribution / active EE | $2,540 | $5,096-50.2% | $3,754-32.3% | $3,526-28.0% |
| Participant deferral / active EE | $0 | $3,789-100.0% | $5,116-100.0% | $5,535-100.0% |
| Admin fee / account holder | $0 | $276-100.0% | $8,919-100.0% | $292-100.0% |